Geoff Thompson
Wealth Advisor at LPL Financial
- Role
- Wealth Advisor, Cfp at LPL Financial
- Location
- Bloomfield Hills, MI, US
- LinkedIn followers
- 500 followers
About Geoff Thompson
I am excited about the opportunity to help people plan for and work towards their…
Experience
Wealth Advisor, Cfp
Dec 2010 — Present · Bloomfield Hills, MI, US
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to \'Contact Info\' section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representative associated with this page may only discuss and/or transact business with residents of the following states: AZ, CA, IL, IN, LA, MI, SC, WI
Skills
- Mergers & Acquisitions
- Securities
- Bonds
- Banking
- Risk Management
- Financial Advisory
- Financial Modeling
- Financial Planning
- Due Diligence
- Wealth Management
- Alternative Investments
- Financial Analysis
- Leadership
- Finance
- Financial Services
- Wealth
- Management
- Team Building
- Retirement Planning
- Certified Financial Planner
- Investments
- Series 7
- Loans
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